Posts on AVGO

Latest ideas and analyses related to Broadcom Inc. Common Stock

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AMD , INTC , FFIV , ANET , JNPR , NVDA , AVGO , MRVL

+45 pts



AMD vs INTC and Data Center Spending Trends

By josiebe on May 9, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 59, Votes: 5, Responses: 1, Attachments: 1
AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 193, Votes: 5, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 52, Votes: 4, Responses: 1, Attachments: 1
INTC , NVDA , MRVL , AVGO , ADI , MU , MCHP , KLAC , GFS

+17 pts



I think semiconductors are in a difficult spot right now overall. They're A) volatile by nature and B) hampered by supply-chain issues and C) many...

By bargain$ on April 17, 2022, 3:48 a.m.
Tagged topics: deep dive , 2022 outlook

Views: 41, Votes: 7, Responses: 0, Attachments: 0
MRVL , MPWR , NVDA , AVGO

+44 pts



Semiconductors - investors may not reward good news this earnings season due to cycle/macro fears

By bbern3 on April 12, 2022, 11:08 a.m.
Tagged topics: analyst checks , earnings preview , investor sentiments

Views: 177, Votes: 5, Responses: 0, Attachments: 1
AVGO , INTC , ADI , TXN , NVDA , AMD , MRVL , ON

+50 pts



Semiconductors - overall sentiment is bearish, but evolving

By phenphen on April 11, 2022, 11:51 a.m.
Tagged topics: investor sentiments

Views: 85, Votes: 6, Responses: 1, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 33, Votes: 3, Responses: 0, Attachments: 1
MRVL , AVGO , ON , TER , ASML

+16 pts



Currently there is a divide between investors' outlook on future semi demand versus management's sentiment. Institutional investors think that we are entering into a late...

By marschenntdeb729bd97b0413b on April 6, 2022, 3:14 a.m.
Tagged topics: investor sentiments

Views: 22, Votes: 6, Responses: 0, Attachments: 0
ASML , TER , MRVL , AVGO , ON

+52 pts



Semi Sentiment - Investors are Bearish and Want to See Estimate Cuts

By junkfoodlover on April 5, 2022, 3:23 p.m.
Tagged topics: investor sentiments

Views: 65, Votes: 6, Responses: 2, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 229, Votes: 5, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 230, Votes: 9, Responses: 2, Attachments: 1
AVGO , MRVL , NVDA , INTC , AMD , MU , WDC

+40 pts



Strong Sustainable Cloud Capex Bodes Well For $AVGO $MRVL; Also Positive For $NVDA, $INTC, $AMD, $MU And $WDC

By bbern3 on March 17, 2022, 2:54 p.m.
Tagged topics: semiconductors

Views: 54, Votes: 5, Responses: 0, Attachments: 1
AVGO

+37 pts



Communications Equipment & Infrastructure

By KHUN on March 17, 2022, 8:22 a.m.
Tagged topics: analyst checks

Views: 40, Votes: 5, Responses: 0, Attachments: 1
AVGO

+35 pts



$AVGO - upcycle still spinning: broad-based demand and strong product cycles keeps business accelerating

By phenphen on March 4, 2022, 11:25 a.m.
Tagged topics: semiconductors

Views: 125, Votes: 2, Responses: 0, Attachments: 2
AVGO

+34 pts



$AVGO positioned for a beat and raise

By bbern3 on March 1, 2022, 10:28 a.m.
Tagged topics: earnings preview

Views: 133, Votes: 2, Responses: 0, Attachments: 1
WDC , STX , MRVL , AVGO

+32 pts



Global HDD Model: Weaker Start to 2022

By realjoe on Feb. 24, 2022, 4:40 p.m.
Tagged topics: analyst checks

Views: 37, Votes: 2, Responses: 0, Attachments: 1
AVGO

+32 pts



$AVGO - analysts see upside to estimates led by core networking

By bbern3 on Feb. 24, 2022, 3:49 p.m.
Tagged topics: earnings preview

Views: 122, Votes: 3, Responses: 0, Attachments: 1
AVGO , MRVL , NVDA , INTC , AMD , MU , WDC

+34 pts



Strong CY22 Cloud Spending Bodes Well For $AVGO & $MRVL

By bbern3 on Feb. 10, 2022, 11:27 a.m.
Tagged topics: earnings preview

Views: 32, Votes: 4, Responses: 0, Attachments: 1
AVGO , MRVL , KLAC , INTC , NVDA , MU , GFS , MCHP , ADI , LRCX , AMZN

+45 pts



Semis fundamental set up remains strong for 2022

By bbern3 on Jan. 20, 2022, 4:44 p.m.
Tagged topics: semiconductors

Views: 252, Votes: 9, Responses: 0, Attachments: 1
TSM , AMD , MRVL , AVGO , NVDA

+46 pts



$TSM results indicate HPC will outperform, which is constructive on $AMD $MRVL $AVGO & $NVDA

By ethonomics on Jan. 13, 2022, 3:53 p.m.
Tagged topics: structural growth

Views: 278, Votes: 7, Responses: 1, Attachments: 1